Sharing Files and Setting Permissions

If you have editor or administrator permissions for a file, you can share it with other users and set individual permission levels for viewing or editing.

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Sharing a File

1. Select the file you want to share.
   Navigate to the file on the Files page and open it in the Model screen.

2. Click the Share button.
   You'll find this button near the top of the screen, typically labeled “Share.”

3. Add people to share with.
   In the pop-up window, click into the Add People field and begin typing the name or email address of the person you want to share with. Select them from the dropdown list. You can add multiple people and assign different permissions to each.

4. Click the Add button.
   This adds the selected user(s) to the sharing list for this file.

5. Set individual permissions.
   Click the permission dropdown next to each person’s name to choose between Viewer, Editor, or Administrator access.

6. Click the Save button.
   This finalizes the changes and shares the file. A confirmation message will appear when sharing is successful.

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Changing Permissions

1. Open the Share window for a file.
   Click the Share button to open the sharing and permissions dialog.

2. Locate the user whose access you want to modify.
   Each user will appear in a list with their current permission level.

3. Click the permission dropdown and choose a new level.
   Select Viewer, Editor, or Administrator.

4. Click the Save button.
   Your changes will be applied immediately and confirmed with a message.

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Removing Access

1. Open the Share window.

2. Find the user you want to remove.
   Use the permission dropdown next to their name.

3. Select “Remove Access.”
   This will immediately remove them from the file.

4. Click the Save button.
   You'll receive a confirmation once the user has been removed.

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Permission Levels

Use the permission dropdown to assign one of the following roles:

Role	Description
Viewer	Can view the file and existing comments, but cannot make changes or add new comments.
Editor	Can view, comment on, and modify the file.
Administrator	Has full control: can edit, delete, share, manage permissions, and perform all actions available to editors.

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Permissions Table

Permission Level	View	Comment	Edit	Download	Delete	Manage Permissions
Viewer	✔			✔
Editor	✔	✔	✔	✔
Administrator	✔	✔	✔	✔	✔	✔

Legend:
✔: Permission granted
(Blank): Permission not granted